You can add a new contact to a property by going from the process menu to > Contact information

To add contact information to a property, click Add New Contact. 

The action opens a new window where the user's contact information can be filled in. Here, the user can select to add an existing user as a contact, or alternatively, manually add contact details for this specific property.

 

If you are adding a Granlund Manager username as a contact detail, start by filling in the information under Person. By typing the person's name, system will suggest the person's user ID in the drop-down menu. Select to automatically fill in the remaining fields with information from the username.

 

If the contact you are adding is a person with no Granlund Manager username, you must fill in the fields from top to bottom. After you select a company, add a new person button will be activated, as shown in the image below (compare to upper).

 

Click Add a new person and fill in the form that opens.

Finally, in both cases, press Save to update the filled contact information.

 

Consider the different way to illustrate the parties:

  1. If a contact has been added with a linked username of Granlund Manager, this person will be illustrated in the blue colour of the personal icon.
  2. If a party has been added so that the person's contact information has been filled in manually, this will be illustrated in the gray color of the personal icon.

 

The difference between the two addendums is that it is not possible to make the auto-email selection below for a party with a gray person icon.

You can add a new contact to a property by going from the process menu to > Contact information

To add contact information to a property, click Add New Contact. 

The action opens a new window where the user's contact information can be filled in. Here, the user can select to add an existing user as a contact, or alternatively, manually add contact details for this specific property.

 

If you are adding a Granlund Manager username as a contact detail, start by filling in the information under Person. By typing the person's name, system will suggest the person's user ID in the drop-down menu. Select to automatically fill in the remaining fields with information from the username.

 

If the contact you are adding is a person with no Granlund Manager username, you must fill in the fields from top to bottom. After you select a company, add a new person button will be activated, as shown in the image below (compare to upper).

 

Click Add a new person and fill in the form that opens.

Finally, in both cases, press Save to update the filled contact information.

 

Consider the different way to illustrate the parties:

  1. If a contact has been added with a linked username of Granlund Manager, this person will be illustrated in the blue colour of the personal icon.
  2. If a party has been added so that the person's contact information has been filled in manually, this will be illustrated in the gray color of the personal icon.

 

The difference between the two addendums is that it is not possible to make the auto-email selection below for a party with a gray person icon.